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BERNSTEIN：中国半导体设备进口追踪（2025 年 5 月）_进口韧性显现，年初至今同比 - 2%，全年预测存在上行风险
2025-06-25 13:03
For the exclusive use of JATIN CHAWLA at TVF CAPITAL ADVISORS PTE LTD on 22-Jun-2025 22 June 2025 Global Semiconductor Capital Equipment China WFE Import Tracker (May 2025): Imports resilient with YTD YoY -2%, upside risk to our full year projection Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Zheng Cui +852 2123 2694 zheng.cui@bernsteinsg.com Alrick Shaw +1 917 344 ...
中国半导体-因晶圆代工需求增强，上调 2025 年中国晶圆厂设备展望
2025-06-02 15:44
27 May 2025 China Semiconductors China Semicap: Revising up China WFE 2025 outlook with stronger foundry demand Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Zheng Cui +852 2123 2694 zheng.cui@bernsteinsg.com Juho Hwang +852 2123 2632 juho.hwang@bernsteinsg.com Xuan Ji +852 2123 2667 xuan.ji@bernsteinsg.com China WFE demand sustainability remain a key controversy for ...
